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From the scenic mountain valley of MIDWAY, Utah...
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AFFLUENT ADVISOR CIRCLES, Inc. CATERS TO THE NEEDS OF THE WEALTH MANAGEMENT PROFESSIONAL!
We add value in the lives of wealth management professionals by focusing our attention on a combination of three specific areas...
1. SEARCH AND RECRUITMENT: Providing nationwide search and recruitment services in the wealth management industry (BDOs, Producing Trust Officers, Trust Administrators, Relationships Managers, Portfolio Managers, Estate Planning Attorneys and CPAs, Certified Financial Planners, and Managers).
2. TRAINING: We organize business development training that is customized for professionals in the wealth management industry.
3. INDIVIDUALIZED COACHING: We coach wealth management professionals on an individual basis in both career development and in helping hiring managers develop a specific hiring process.
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Al Gregory @ 435-896-2896 or al@midwaytosuccess.com
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